Dana Klein's Location
Charlotte, NC, US
Dana Klein's Work
- VP, Sales Strategy and Planning @ Resolute Investment Managers
- Vice President, Sales Strategy and Planning @ American Beacon Advisors
- VP, Sales Strategy and Planning @ American Beacon Advisors
- Chief Marketing Officer @ Destra Capital
- Executive Director @ Janus Henderson Investors
- Director, Strategic Marketing @ Bank of America Capital Management
- Regional Vice President @ Schwab Institutional
- Vice President, @ Invesco Ltd.
- Regional Womba Z @ Chrysler Corporation
Dana Klein's Education
- The George Washington University
Dana Klein's Skills
- Series 7
- Mutual Funds
- Series 63
- Alternative Investments
- Asset Allocation
- Investments
- Hedge Funds
- Asset Managment
- Wealth Management
- ETFs
Dana Klein's Summary
Dana Klein, based in Charlotte, NC, US, is currently a VP, Sales Strategy and Planning at Resolute Investment Managers (parent company of American Beacon Advisors), bringing experience from previous roles at American Beacon Advisors, Destra Capital and Janus Capital Group. Dana Klein holds a The George Washington University. With a robust skill set that includes Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation and more, Dana Klein contributes valuable insights to the industry. Dana Klein has 4 emails and 1 mobile phone number on RocketReach.
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